TMTB: TTD EXPE AKAM U First takes

Aug 08, 2024

∙ Paid

TTD +5%: Looks solid with decent rev/ebitda beat and much better Q3 top line guide

TTD GUIDANCE: Q3
- Guides revenue at least $618M, EST $604.6M
- Guides ADJ EBITDA about $248M, EST $245.7M
RESULTS: Q2
- ADJ EPS $0.39 vs. $0.28 y/y, EST $0.35
- Revenue $585M, +26% y/y, EST $578.4M
- ADJ EBITDA $242M, +34% y/y, EST $225.8M
- Total operating expenses $489.8M, +16% y/y, EST $485.5M

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